facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Our Insights & Understanding

Follow Our Videos On YouTube

Watch Now


%POST_TITLE% Thumbnail

What Is A Solo 401(k)?

“The solo K has very high and flexible contribution limits, typically allowing more contributions than SEPs, traditional IRAs and Roth IRAs or SIMPLEs,” says Joe Conroy, CFP and founder of Harford Retirement Planners in Bel Air, Maryland.

Read More
%POST_TITLE% Thumbnail

How Advisor Helps Couple Save On Capital Gains Taxes

Joe Conroy, an independent certified financial planner with Harford Retirement Planners in Bel Air, Md., with more than $100 million in assets under management, has a couple who are clients and who fit that bill. The couple was referred to Conroy by their accountant who thought their lucrative financial situation could benefit from his guidance.

Read More
%POST_TITLE% Thumbnail

New Fiduciary Role: What Happens When the Retirement Honeymoon is Over?

We are in the midst of a changing definition of retirement. No longer does retirement evoke images of gently rocking on the front porch, waving at the neighborhood boys as they speed by on their bikes during the day, then yelling at them to get off your lawn at night. Is it any surprise that the active generation – the baby boomers – have rejected the quiet life of traditional retirement?

Read More